Honza Černý Profile picture
Oct 31 10 tweets 2 min read Read on X
🧵 BTC vs Silver: The Real Anti-Inflation Paradox

1️⃣

Everyone says Bitcoin is “anti-inflationary.”
Fixed supply. Predictable issuance. Digital scarcity.
Sounds perfect, right?

Wrong. That’s exactly where the problem begins. 👇

#Silver #Bitcoin #Gold #StackerLogic #SilverStackers #SilverSqueeze #SoundMoney #HardAssets #PreciousMetalsImage
2️⃣

Because when a real crisis hits — markets don’t care about perfect equations.

They care about flow, adaptability and survival.
That’s where silver leaves Bitcoin in the dust.
3️⃣

🥈 When demand spikes, silver moves.
Recycling ramps up. Miners expand output.
Old vaults open.

Metal flows from weak hands to strong hands.
The system breathes. It adapts.
4️⃣

₿ Bitcoin can’t do that.

Its emission schedule is locked in code — immune to human need.

No matter how desperate the world gets, blocks tick at the same pace.

That’s not strength.
That’s paralysis.
5️⃣

In theory, “fixed supply” sounds like protection.
In practice, it removes feedback — the heartbeat of every living market.

Without feedback, systems don’t evolve. They just wait.
6️⃣

Silver responds to pressure like nature does:
pressure → reaction → balance.

It’s self-correcting, elastic, real.

Bitcoin ignores pressure:
pressure → no change → instability.
7️⃣

That’s the paradox:

In calm times, Bitcoin looks perfect.
In chaos, its perfection becomes its cage. 🧊

Silver — real, tangible, alive — survives because it adapts.

Not because it’s frozen in code.
8️⃣
When liquidity freezes, BTC can only go up in price — but not in availability.

It becomes a speculative mirror, not a stabilizing force.
Silver, on the other hand, becomes functional money again — the metal of the people.
9️⃣

Nature rewards adaptability, not rigidity.

That’s why the metal born in stars still outlives every digital illusion.

When things collapse, I don’t want perfection.
I want reaction.
🥈 > ₿

Follow for more real metal logic.
Share if you’d rather guard your own ounces. 🥈💪
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More from @honzacern1

Nov 2
🧵 China’s New Gold Rules: Bloomberg calls it a setback — but it’s actually a cleanup. 🥇🇨🇳

1️⃣
Bloomberg says “China ends gold tax break.”
Reality? China just made it easier for ordinary people to stack gold legally and tax-free.

Let’s break it down 👇 Image
2️⃣

From November 2025:

🔹 Annual tax-free limit for personal gold sales jumps from 200 000 RMB ($27 k) to 500 000 RMB ($70 k).

🔹 That means millions of Chinese can now buy, hold, and sell gold without paying VAT or income tax.
3️⃣

Plus — a brand-new tax deduction for gold investors.
If you invest through official channels (bars, ETFs, SGE), you can deduct 10 % of your annual gold investment from your taxable income.

Gold stacking is becoming state-endorsed.
Read 8 tweets
Nov 2
🧵 SILVER LOCKDOWN — The Global Shift Has Begun 🥈⚡

1️⃣
Oct. 29 — China quietly changed the rules.
From 2026, every silver export will require an individual license per contract.

No quota, no freedom.

You want silver out of China? You’ll need Beijing’s permission. 🇨🇳 Image
2️⃣

Official MOFCOM Notice No.69:

“In 2026, silver exports will continue under license management.

Exporters must apply for an export license for each valid contract before customs clearance.”

That’s a polite way of saying:
China now controls every ounce leaving the country.
3️⃣

This isn’t just bureaucracy.

It’s strategic nationalization of flow.

Each shipment will be approved — or denied — by the state.

Silver is now classified as a resource of national interest.
Read 13 tweets
Nov 1
🧵 $50 Billion Emergency Repo — The Fed Just Flinched.
Something’s breaking under the surface. 👇
#FED #BankingCrisis #RepoCrisis Image
1️⃣

The Fed quietly injected $50.35 billion of liquidity on October 31.

Not through QE.

Through “temporary” repo operations — the backdoor of every modern bailout.

(Morning: $20.35 B + Afternoon: $30.00 B)
2️⃣

When the Fed runs repos, it’s buying Treasuries & MBS from banks, then selling them back the next day.
In theory, it’s a short-term loan.

In practice, it’s a sign of funding stress.
Read 9 tweets
Oct 31
🧵 December Setup: The Perfect Storm for Silver 🥈🔥

1️⃣

It’s official.

The Fed ends its balance sheet wind-down on December 1.
QT is over.

Translation?

💸 Liquidity is coming back.
The era of “tightening” quietly flips to loosening. Image
2️⃣

At the same time…

December is the front & delivery month at the COMEX.
That’s when the biggest physical deliveries take place.
And London (LBMA) is already running low. 👇
3️⃣

📉 TF Metals Report:

London silver stocks drawn down again in October

46 M oz drained from New York

22 M oz drained from Shanghai

Part of that metal was shipped to London just to keep it alive

You can’t print silver.
Read 9 tweets
Oct 31
🧵 Silver Update – “The Squeeze is Loading” 🥈⚡

1️⃣
Yesterday’s Open Interest jumped +1,892 contracts — clear signal that new money entered the market, not just short-term traders rolling positions.
Today? Price dropped to $48.68, only to bounce hard back above $49.00.
That’s not random. That’s buyers defending the floor.Image
Image
2️⃣

When price dips with volume rising and open interest expands, it means someone’s accumulating — not running away.

Add to that 819 EFP contracts yesterday (exchange for physical).

Translation?
They’re moving silver off COMEX and locking in real metal.
3️⃣

The pattern is classic:
💥 Manipulative drop →
💪 Strong defense →
🔥 Short squeeze setup.

You can almost feel the tension.
If $49.00 breaks cleanly, next targets sit at $49.40–$49.60, and beyond that… the shorts will start sweating.
Read 5 tweets
Oct 29
🧵 THE ERA OF “YIELDLESS GOLD” IS OVER. 💥🥇

1️⃣
For decades they mocked gold:

“Gold pays no interest.”
“Gold is dead money.”
“Only fools stack it.”

But that narrative just collapsed in China.
2️⃣

ICBC, Everbright, and other Chinese banks now pay interest on gold accumulation accounts.

0.2% to 0.5% per year — not in paper money, but in gold grams.

That’s right: gold earning gold. ⚡
3️⃣

Each account tracks holdings down to four decimal places — preparing the system for future gold-based settlements and digital gold units.

Call it “gold savings,” but in truth it’s a prototype of gold-backed payments.
Read 8 tweets

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